The Items function of the Customers module allows a user to create Customer Items ahead of them being used and recording all details about them. 

To add a new Customer Item, open the Customers module and then go to the Items module. Choose Add to open the create a new Customer Item page.

Item # - This is the next item number shown in the Customer items 

Customer Account – Select which customer this Customer Item belongs to

Item Key – here you can record an identifier for the item

Type – This allows you to select the type of customer item that this will be

Description – Record a description of the customer item

Serial Number – if this Customer item has an associated serial number, enter it in this field. 

Customer Contact – Select which saved contact on the customer record is associated with this Customer Item.

Purchase Date – record the date of the purchase of the Customer Item

Staff Member – this is the staff member who is handling the transaction of the customer item

Warranty Details

Warranty Type - Record any warranty related to this Customer Item

Warranty Expiration Date - The Warranty Expiry Date is a read only field based on the Purchase Date and the term of the Warranty Type selected 

Warranty Usage Type - Select the Warranty Usage Type appropriate for this Customer Item

Once all of the required fields have been filled in choose Save to complete the setup of the customer item.